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Clearstead Advisors, LLC: IEFA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Clearstead Advisors, LLC on IEFA, newest first. How the timeline and the estimate are built.

Clearstead Advisors, LLC held 1,096,285 IEFA shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,096,285 shares
    Change vs previous 13F +65,158 shares

    1% of the 13F portfolio, value $105,879,180.

    13F-HR 0000842775-26-000004 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,031,127 shares
    Change vs previous 13F +107,080 shares

    0.85% of the 13F portfolio, value $93,347,953.

    13F-HR 0000842775-26-000003 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 924,047 shares
    Change vs previous 13F +79,311 shares

    1.04% of the 13F portfolio, value $82,665,230.

    13F-HR 0000842775-26-000001 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 844,736 shares
    Change vs previous 13F +83,798 shares

    1.07% of the 13F portfolio, value $73,753,921.

    13F-HR 0000842775-25-000007 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 760,938 shares
    Change vs previous 13F +20,199 shares

    0.89% of the 13F portfolio, value $63,523,125.

    13F-HR 0001708001-25-000003 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 740,739 shares
    Change vs previous 13F -4,434 shares

    0.87% of the 13F portfolio, value $56,036,915.

    13F-HR 0000842775-25-000005 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 745,173 shares
    Change vs previous 13F +19,491 shares

    0.8% of the 13F portfolio, value $52,370,756.

    13F-HR 0000842775-25-000001 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 725,682 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $56,639,512.

    13F-HR 0001708001-24-000008 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).